ibkr-mcp
Interactive Brokers MCP Server for AI-powered trading assistance.
A Model Context Protocol (MCP) server that connects AI assistants to Interactive Brokers, enabling intelligent portfolio management, options analysis, and risk monitoring.
Features
- Account Management: Real-time account summary, portfolio positions, and P&L tracking
- Options Analysis: Option chain fetching, Greeks calculation, and strategy scanning
- Risk Monitoring: Portfolio risk evaluation with configurable limits and alerts
- Trading Strategies: Built-in support for covered calls, iron condors, PMCC, vertical spreads
- News Integration: Historical news retrieval for market research
- Playbook Actions: Automated adjustment suggestions based on risk rules
Installation
pip install ibkr-mcp
Prerequisites
- Python 3.12+
- Interactive Brokers TWS or IB Gateway running
- Valid IBKR account credentials
Configuration
Set environment variables or create a .env file:
# IBKR Connection
IBKR_HOST=127.0.0.1
IBKR_PORT=4001 # TWS: 7497, IB Gateway: 4001
IBKR_CLIENT_ID=0
IBKR_ACCOUNT= # Optional: specific account ID
# Optional: Data directories
IBKR_MCP_OPTION_DATA_DIR=optiondata
IBKR_MCP_OPTION_HISTORY_DIR=historydata
IBKR_MCP_MARKET_DATA_TYPE=LIVE # LIVE, FROZEN, DELAYED, DELAYED_FROZEN
Usage
As MCP Server
Add to your Claude Desktop or other MCP-compatible client configuration:
{
"mcpServers": {
"ibkr-mcp": {
"command": "uvx",
"args": [
"ibkr-mcp"
],
"env": {
"IBKR_ACCOUNT": "U1234567"
}
}
}
}
Available Tools
| Tool | Description |
|---|---|
get_account_summary | Retrieve account summary for specific or all accounts |
get_portfolio | Get portfolio positions with P&L |
get_positions | Get normalized positions across accounts |
get_greeks_summary | Calculate portfolio Greeks (delta, gamma, theta, vega) |
get_option_chains | Fetch option chain snapshots |
scan_option_signals | Scan for options strategy trade signals |
evaluate_portfolio_risk | Evaluate risk against configured limits |
generate_playbook_actions | Generate adjustment suggestions |
get_historical_news | Retrieve historical news for symbols |
Example Queries
Once connected through an AI assistant, you can ask:
- "What's my current account balance and buying power?"
- "Show me all my positions with Greeks"
- "What's the option chain for AAPL expiring next month?"
- "Evaluate my portfolio risk and suggest adjustments"
- "Find covered call opportunities in my portfolio"
Risk Configuration
Create a risk.yaml file to define risk limits:
limits:
max_delta: 100
max_theta: -500
max_concentration: 0.25
roll_rules:
min_dte: 7
target_delta: 0.30
Support
For issues and feature requests, please contact the maintainers.
License
Proprietary - All rights reserved.
Disclaimer
This software is for informational purposes only. It does not constitute financial advice. Trading involves substantial risk of loss. Use at your own risk.